Financial Planning Principles

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Financial Planning Principles

Instructor: CFI (Corporate Finance Institute)

Included with

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6 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

3 hours to complete

Flexible schedule

Learn at your own pace

6 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

3 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Learn the purpose of financial planning and the 7-step process, including how financial advisors interact with clients at each stage.

Skills you'll gain

Details to know

Shareable certificate

Add to your LinkedIn profile

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There are 6 modules in this course

Achieving financial goals requires two key efforts: planning and process. Understanding the principles of financial planning means you will know the holistic lifecycle of a client’s financial needs – what they need to plan for when, and how to execute against a plan. Having a strong understanding of financial planning principles is essential for bringing order and process to a client’s journey.

What's included

4 videos2 readings1 assignment

What's included

2 videos

What's included

3 videos1 reading

What's included

16 videos1 assignment

16 videosTotal 81 minutes

Step 1: Understanding Personal and Financial Circumstances7 minutes
Key Financial Ratios for Understanding Your Client Part 14 minutes
Key Financial Ratios for Understanding Your Client Part 26 minutes
Key Financial Ratios for Understanding Your Client Part 36 minutes
Key Financial Ratios for Understanding Your Client Part 46 minutes
Step 1 Recap2 minutes
Meeting Debrief5 minutes
Step 2: Identifying and Selecting Goals8 minutes
Meeting Recap4 minutes
Step 3: Analyze the Client's Course of Action4 minutes
Step 4: Developing the Financial Planning Recommendation7 minutes
Step 5: Presenting the Financial Planning Recommendation3 minutes
Step 6: Implementing the Financial Planning Recommendation3 minutes
Step 7: Monitoring Progress and Updating4 minutes
Meeting Between the Pritchetts and Their FP7 minutes
Step 2 Video Meeting4 minutes

1 assignmentTotal 30 minutes

Knowledge Check30 minutes

What's included

1 video

What's included

1 assignment

Instructor

CFI (Corporate Finance Institute)

Corporate Finance Institute

29 Courses123,972 learners

Offered by

Corporate Finance Institute

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